Is money the most important part of your legacy?
- Communicate your values
- Create a family mission
- Treat your children equitably
- Encourage philanthropy
The legacy you leave your family goes far beyond money. Through this planning process, you will discover the best ways to influence the well-being of your family, friends and even the world beyond your own life. Your heirs can live life with financial freedom and a sense of purpose.
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE